TREE NEWS reports: A new wave of ‘Boycott American Goods’ sentiment is rising in Canada, reflecting growing trade tensions. This development could have implications for cross-border commerce and potentially impact US-listed companies with significant Canadian exposure.
TREE NEWS reports: Binance co-founder Changpeng Zhao (CZ) stated that Bitcoin will eventually surpass gold in value, advising countries to allocate reserves across the top five cryptocurrencies by market cap. His comments highlight growing institutional and sovereign interest in digital assets.
TREE NEWS reports: Binance co-founder Changpeng Zhao (CZ) stated that Bitcoin itself does not inherently weaken or strengthen government power; the outcome depends on how governments respond to it. His remarks come amid ongoing debates about cryptocurrency’s role in sovereign finance and regulation.
TREE NEWS reports: SK Group is selling a 49% stake in its Ulsan AI data center to institutional investors including KKR. The move aims to raise capital for AI infrastructure expansion.
TREE NEWS update: Fu Peng commented that the market’s reaction to Nvidia’s financials was tepid, suggesting investors should focus on the duration of the positive sentiment from Jensen Huang’s remarks. The muted response indicates that strong numbers may already be priced in, with future guidance and narrative being key drivers.
TREE NEWS update: China’s Ministry of Commerce has responded to reports that the US is considering imposing additional tariffs on Chinese goods. The ministry’s statement addresses the potential trade measures, emphasizing China’s stance on trade relations.
TREE NEWS reports: An Iranian official stated that the US naval blockade is impacting fuel imports into the country. This geopolitical development could have implications for global energy markets and macroeconomic conditions.
TREE NEWS update: Oil prices declined on Monday, with WTI crude falling 1.00% to $80.62 per barrel and Brent crude down 0.9% to $85.57, according to Gate data. The move reflects broader market sentiment and has no direct connection to crypto or RWA.
TREE NEWS reports: Dallas Fed economists warn that tokenized deposits could make bank funding less stable, potentially pushing lenders toward costlier funding sources. This could ultimately increase credit costs for US consumers and businesses.
TREE NEWS update: Japan’s Nikkei 225 closed down 0.20% at 66,131.98 points, while South Korea’s KOSPI gained 1.53% to 6,912.37 points. The mixed performance reflects divergent market sentiment in Asian equities.
TREE NEWS update: Analysts suggest that market expectations for a rate hike could increase slightly ahead of the September Federal Reserve meeting. This shift reflects evolving economic data and central bank signals. The news is macro-focused with no direct connection to crypto or RWA.
TREE NEWS update: Nvidia reported Q2 revenue of $96.22B, beating expectations, with adjusted EPS of $2.22, and guided Q3 to $108B, all above estimates. However, the stock initially fell 4% on profit-taking, but surged 5% after CEO Jensen Huang’s comments on AI demand growing near 100% and a CFO outlook of ~70% revenue growth by FY2028. Meanwhile, gold and bitcoin ETFs saw record inflows of ~$7B over five days, signaling a ‘currency debasement trade’ as macro pressures mount.
TREE NEWS update: Glassnode reports that the $81,000-$86,000 range forms a significant resistance wall for Bitcoin’s rebound. This zone is crucial for determining the strength of any upward movement.
TREE NEWS reports: A record short squeeze triggered a 26% rebound from mid-August lows, with Bitcoin now testing the $81K-$86K supply zone. ETF inflows hit $2.23B weekly, and on-chain data shows accumulation across all wallet cohorts. Breakout above $83.3K would signal strength, while losing $70K support would indicate weakness.
TREE NEWS reports: The head of digital assets at BlackRock stated that the macro logic supporting Bitcoin continues to strengthen. This comment underscores growing institutional interest in Bitcoin as a macro asset.
TREE NEWS update: Franklin Templeton’s Chief Investment Officer stated that the market is at a turning point where large investors are beginning to allocate to liquid crypto funds. This signals growing institutional adoption of digital assets as an asset class.
TREE NEWS reports: Michael Burry, known for ‘The Big Short’, has increased his bearish bet against Nvidia while simultaneously purchasing call options to hedge the position. This move reflects his continued skepticism about the AI-driven rally in chip stocks.
TREE NEWS update: Wall Street is bracing for potential major shifts in U.S. Treasury debt management after Secretary Bessent announced a bond buyback program and hinted at changes to auction sizes. Banks like BofA and Deutsche Bank warn that the November refunding announcement is now a huge unknown, with options including expanding buybacks, shortening debt maturities, or even cutting long-term bond issuance. This departure from predictable debt management is injecting volatility into the $31 trillion Treasury market.
TREE NEWS update: US July PCE price index rose 0.2% MoM and 3.7% YoY, matching expectations, while core PCE held at 3.3% YoY. Consumer spending stalled, supporting the Fed’s case to hold rates, but inflation remains above target.
TREE NEWS update: Nvidia reported record Q2 FY2027 revenue of $96.2 billion, up 106% year-over-year, driven by surging data center demand for AI infrastructure. The company also announced a $108 billion Q3 outlook and plans to mobilize over $500 billion in third-party capital for AI data centers, but its stock dipped in after-hours trading amid concerns about sustainability and competition.
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